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True Wealth Design’s Scholar Rock SRRK Stock Holding History

True Wealth Design’s Portfolio SRRK Stock Details SRRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.71K Sell
122
-8
-6% -$386 ﹤0.01% 1202
2026
Q1 		$6.39K Hold
130
– – ﹤0.01% 1120
2025
Q4 		$5.73K Buy
130
+58
+81% +$2.17K ﹤0.01% 1035
2025
Q3 		$2.68K Hold
72
– – ﹤0.01% 1360
2025
Q2 		$2.55K Hold
72
– – ﹤0.01% 1079
2025
Q1 		$2.31K Hold
72
– – ﹤0.01% 953
2024
Q4 		$3.11K Hold
72
– – ﹤0.01% 634
2024
Q3 		$577 Buy
+72
New +$632 ﹤0.01% 1075

Other funds holding SRRK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

True Wealth Design's SRRK Position: Q2 2026 in Review

True Wealth Design reduced its Scholar Rock (SRRK) stake by 6.2% in Q2 2026, selling an estimated $386 and leaving 122 shares worth $6.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

True Wealth Design first reported a position in SRRK in Q3 2024 and has held it in 8 quarters since. 305 funds tracked by Wall St. Rank hold SRRK as of Q2 2026.

  • True Wealth Design held 122 shares of Scholar Rock worth $6.71K as of Q2 2026.
  • True Wealth Design sold 8 Scholar Rock shares in Q2 2026, an estimated $386.
  • Scholar Rock made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1202 holding.
  • True Wealth Design first reported a position in Scholar Rock in Q3 2024 and has held it in 8 quarters since.
  • 305 funds tracked by Wall St. Rank held Scholar Rock as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.